Sales
About Quotation Requests
Quotation Requests are requests you submit to your organization once you agree on quantities of items that require restocking and the supplier(s) you wish to request price quotations on the selected items from.
Once you have received an agreed price quotation from one of your suppliers, you can convert the “Quotation Request” into a “Purchase Quotation“, register the prices settled with the supplier, and move along the rest of the Purchase Cycle processes.
To create a quotation request
- Select “Purchases” from the navigation menu.
- Select “Quotation Requests“.
- Click the button “Add Quotation Request“.
- Input the Quotation Request Details
- Input the request’s “General Information“
- Code: A sequential auto-generated Quotation Request code.
- Request Date: Input the Quotation Request date; set as the current date by default.
- Required By: Input the date you should expect the requested items to be stocked.
- Click the “Required By” text field.
- Select the required date using the calendar.
- Click “Apply“.
- Suppliers: Select the supplier(s) you wish to issue the quotation request to using the drop-down menu.
- For more information on adding suppliers, please refer to the tutorial “Adding a Supplier“.
- Input the “Quotation Request Items“
- Item: Select the item you wish to restock from existing inventory using the drop-down menu.
- Quantity: Specify the quantity you wish to request restocking.
- “+Add“: Click the button “Add” to add another row of Item and Quantity.
- Input “More Details” as required
- Notes: Include Quotation Request notes as required.
- Attachment: Add attachments as required using “Drag and Drop” or Click to browse your device for the attachment.
- Input the request’s “General Information“
- Click “Save“.